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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7565 West Bell Road, Peoria, AZ 85382-3829 • United States

Buckeye, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Lakeside CA 10/2012 01/2020
Jp Morgan Securities Llc Surprise AZ 01/2020 10/2020
Securities America, Inc. Goodyear AZ 10/2020 05/2022
Pfg Advisors Goodyear AZ 10/2020 05/2022
Fidelity Investments Peoria AZ 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2012 → 01/2020
    Lakeside, CA
  • 01/2020 → 10/2020
    Surprise, AZ
  • 10/2020 → 05/2022
    Securities America, Inc.
    Goodyear, AZ
  • 10/2020 → 05/2022
    Goodyear, AZ
  • 06/2022 → Present
    Fidelity Investments
    Peoria, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Peoria, AZ
  • 2020-11-09 → 2022-05-25
    Goodyear, AZ
    Phoenix, AZ
  • 2012-10-01 → 2020-11-04
    Lakeside, CA
    Santee, CA
    La Mesa, CA
    Alpine, CA
    El Cajon, CA
    Lakeside, CA
    Phoenix, AZ
    Goodyear, AZ
    Tolleson, AZ
    Tolleson, AZ
    Santee, CA
    Phoenix, AZ
    Goodyear, AZ
    Lakeside, CA
    Lakeside, CA
    Santee, CA
  • 2011-10-12 → 2012-10-01
    Chase Investment Services Corp.
    Avondale, AZ
    San Diego, CA
    Lakeside, CA
    Santee, CA
    Lakeside, CA
Other Businesses

OBA-88895|OrgNmn:The Verrado Detail Guy, LLC|Org Addr:Buckeye,Arizona,US|OBA Nature:Automobile Detailing|Invst Rel:N|Title:Sole Proprietor|Duties:detailing vehicles outside of business hours|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-10
S63 Uniform Securities Agent State Law Examination 2008-09-18
  • S66 Uniform Combined State Law Examination
    2011-10-10
  • S63 Uniform Securities Agent State Law Examination
    2008-09-18
Other Names
  • Ryan Graham

View on SEC IAPD

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